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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,527 | $106,003-58.0% | $92,236-51.7% | $147,585-69.8% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 16.69% | 50.05%-33.4pp | 176.29%-159.6pp | 578.57%-561.9pp |
| Employer contribution / active EE | $1,849 | $4,333-57.3% | $3,679-49.8% | $4,876-62.1% |
| Participant deferral / active EE | $4,243 | $4,478-5.2% | $3,897+8.9% | $5,439-22.0% |
| Admin fee / account holder | $55 | $6,333-99.1% | $5,194-98.9% | $10,885-99.5% |